PROJECTS
Photo by Tristan Martin
Our work focuses on building, improving and transacting
See our featured projects in financial services, media & technology, consumer products & retail, healthcare, industrials, and private equity & corporate M&A
BUILD
Growth Strategy
Business Design
Innovation Strategy
New Venture Development
Customer Insights
Value Constellations
Scenario Planning
Product Development
Product Design & Rollout
Concept Testing
Market Research
Pricing & Revenue Models
Customer Experience
Competitive Assessments
Marketing & Sales
Branding & Positioning
Digital Marketing
Omnichannel Strategy
Customer Segmentation
Partnerships & JVs
Photo by Ian Roberts
IMPROVE
Performance Alignment
Best Practice Benchmarking
Peer Group Comparisons
Gap Assessments
Expense Reduction
Procurement & Sourcing
Business Process Redesign
Store Location & Optimization
Organization
Organizational Design
Spans & Layers
Change Management
Compensation & Incentives
Performance Measurement
Go-to-Market Structure
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TRANSACT
Mergers & Acquisitions
Investment Sourcing & Screening
Due Diligence
Transaction Structuring
Merger Integration
Divestitures
Opportunity Assessment
Market Validation
Pro Forma Assessment
Buy vs. Build Analyses
Financial Planning & Analysis
Fund Investments
Control vs. Minority Positions
Capital Structure
Performance Gates
Board Support & Participation
Operational Assistance
Interim Management Resources
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Sample projects
Financial Services
Private Banking Launch
We led the design and development of a new Private Banking program for a regional bank, to expand relationships with their core business account customers.
Photo by Ricardo Liberato
Investment Product Innovation
InLytics and partners drove the development of a new personal investment product for a top 3 online securities brokerage, combining equity index exposure with fixed income liquidity.
Photo by Dick Thomas Johnson
Brokerage Performance Improvement
Our team led a company-wide organic growth and performance improvement program for a top 5 U.S. securities brokerage, resulting in overall higher profitability and growth driven by expanded offerings.
Photo by K2 Space
MEDIA & TECHNOLOGY
Financial Technology Innovation
Worked with a top 3 online securities brokerage to develop a personal financial site that focused on user experience and capture of data for an underlying analytics engine.
Photo by OTA Photos
Digital Advertising Sales
A top 5 search and content company engaged us to restructure the national ad sales organization to align with market growth in video, mobile and enterprise tech.
Photo by Ruth Flickr
Digital Content Redesign
Helped to overhaul the business and content models of the largest online local news site, increasing traffic and revenue with lower expenses.
Photo by John Karakatsanis
CONSUMER PRODUCTS & RETAIL
Specialty Beverage Launch
Assisted a specialty beverage company with the launch of a new line by validating the market opportunity, building an operations and distribution plan, and developing a long-term growth strategy.
Photo by Benson Kua
Home Furnishings NewCo
Built a high growth de novo business by leading the business strategy, product development and website implementation activities, and are continuing to drive ongoing performance improvement.
Photo by SmartSeat
Retail Chain Optimization
We performed a performance improvement analysis for a national apparel retailer focused on store segmentation, pricing, merchandising, and omni-channel strategies.
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HEALTHCARE
NewCo Design & Launch
We led the business design and commercial validation of a hospital antimicrobial stewardship business, built on the intellectual property of a top 5 pharma company.
Photo by MichaelFrancisco
Clinical Diagnostics Development
A multinational health diagnostics company engaged us to drive product innovation and access new markets, clinical applications, and business opportunities.
Photo by U.S. Army RDECOM
Pharma Innovation Strategy
Developed a business strategy for the innovation division of a top 5 pharma company, focused on launching new integrated care delivery and technology-enabled health service offerings.
Photo by epSos .de
INDUSTRIALS
Waste Oil Recycling
Helped a waste oil recycling company develop a staged growth plan to become a national player, including a sales and marketing strategy, five year financial model and capital structure alternatives.
Photo by Joan Sorola
Track & Trace Technologies
Engaged by a multinational chemicals conglomerate to develop and implement an expansion plan into track and trace technologies with secure supply chain military applications.
Photo by Nick Saltmarsh
Food and Vending Logistics
Worked with a regional food and vending company to develop a growth plan that capitalized on efficient logistics, smart vending machines and remote inventory control.
Photo by Erik Söderström
PRIVATE EQUITY & CORPORATE M&A
Healthcare Venture Fund
We were engaged as an investment and operating partner to a top 5 pharma company VC fund, focused on diagnostics, devices, health IT and analytics.
Photo by Elentir
Bank Merger Integration
Supported the merger integration of two regional banks, focused on product alignment, elimination of redundancies, performance forecasting and organizational design.
Photo by Martin Fisch
Strategic Acquisitions
Developed and implemented a strategic acquisitions program for a multinational printing and security conglomerate to expand into new industrial technologies.
Photo by Nicola